Welch Capital Partners’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
3,701
| – | – | 0.08% | 18 |
|
|
2025
Q1 | $310K | Hold |
3,701
| – | – | 0.07% | 20 |
|
|
2024
Q4 | $284K | Hold |
3,701
| – | – | 0.06% | 20 |
|
|
2024
Q3 | $266K | Hold |
3,701
| – | – | 0.06% | 19 |
|
|
2024
Q2 | $222K | Hold |
3,701
| – | – | 0.05% | 19 |
|
|
2024
Q1 | $213K | Buy |
+3,701
| New | +$213K | 0.05% | 19 |
|
|
2022
Q1 | – | Sell |
-3,701
| Closed | -$215K | – | 38 |
|
|
2021
Q4 | $215K | Buy |
+3,701
| New | +$215K | 0.05% | 41 |
|
|
2020
Q1 | – | Sell |
-4,101
| Closed | -$206K | – | 23 |
|
|
2019
Q4 | $206K | Buy |
+4,101
| New | +$206K | 0.06% | 28 |
|
|
2019
Q2 | – | Sell |
-4,221
| Closed | -$213K | – | 28 |
|
|
2019
Q1 | $213K | Buy |
+4,221
| New | +$213K | 0.07% | 29 |
|
|
2018
Q4 | – | Sell |
-4,221
| Closed | -$215K | – | 32 |
|
|
2018
Q3 | $215K | Hold |
4,221
| – | – | 0.07% | 33 |
|
|
2018
Q2 | $228K | Hold |
4,221
| – | – | 0.08% | 33 |
|
|
2018
Q1 | $218K | Buy |
+4,221
| New | +$218K | 0.07% | 37 |
|
|
2013
Q3 | – | Sell |
-2,000
| Closed | -$56K | – | 44 |
|
|
2013
Q2 | $56K | Buy |
+2,000
| New | +$56K | 0.02% | 44 |
|